Skip to content
Disclosery

GeoWealth Management, LLC: IBN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on IBN, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 10,085 IBN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,085 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $292,767.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,345 shares
    Change vs previous 13F -6,860 shares

    0.01% of the 13F portfolio, value $267,935.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,205 shares
    Change vs previous 13F +3,345 shares

    0.02% of the 13F portfolio, value $512,710.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,860 shares
    Change vs previous 13F +4,620 shares

    0.02% of the 13F portfolio, value $418,988.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,240 shares
    Change vs previous 13F -1,195 shares

    0.01% of the 13F portfolio, value $310,833.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,435 shares
    Change vs previous 13F -2,821 shares

    0.01% of the 13F portfolio, value $328,911.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,256 shares
    Change vs previous 13F +1,075 shares

    0.01% of the 13F portfolio, value $395,826.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $363,603.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).